Congress Wealth Management’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
5,049
+627
| +14% | +$78.3K | 0.01% | 845 |
|
|
2025
Q1 | $505K | Sell |
4,422
-227
| -5% | -$25.9K | 0.01% | 810 |
|
|
2024
Q4 | $538K | Sell |
4,649
-1,119
| -19% | -$130K | 0.01% | 625 |
|
|
2024
Q3 | $655K | Sell |
5,768
-61
| -1% | -$6.93K | 0.01% | 588 |
|
|
2024
Q2 | $634K | Buy |
+5,829
| New | +$634K | 0.01% | 501 |
|
|
2023
Q4 | – | Sell |
-6,415
| Closed | -$545K | – | 662 |
|
|
2023
Q3 | $545K | Buy |
6,415
+1,095
| +21% | +$93.1K | 0.01% | 449 |
|
|
2023
Q2 | $468K | Buy |
5,320
+59
| +1% | +$5.19K | 0.01% | 425 |
|
|
2023
Q1 | $436K | Buy |
5,261
+68
| +1% | +$5.64K | 0.01% | 435 |
|
|
2022
Q4 | $409K | Buy |
5,193
+526
| +11% | +$41.4K | 0.01% | 432 |
|
|
2022
Q3 | $339K | Buy |
4,667
+77
| +2% | +$5.59K | 0.01% | 453 |
|
|
2022
Q2 | $348K | Sell |
4,590
-2,224
| -33% | -$169K | 0.01% | 453 |
|
|
2022
Q1 | $629K | Buy |
6,814
+29
| +0.4% | +$2.68K | 0.01% | 411 |
|
|
2021
Q4 | $693K | Buy |
+6,785
| New | +$693K | 0.01% | 417 |
|